Envestnet Portfolio Solutions, Inc. First Tr Ex Trad Fd Viii Cboe Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 6,439 shares of DOCT stock, worth $263,097. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,439

Previous 8,141 20.91%

Holding current value

$263,097

Previous $320,000 23.13%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$38.06 - $40.36 $64,778 - $68,692	-1,702 Reduced 20.91%	6,439 $246,000
Q4 2024 Feb 10, 2025	BUY	$38.63 - $39.95 $314,486 - $325,232	8,141 New	8,141 $320,000
Q2 2024 Jul 16, 2024	BUY	$37.2 - $38.39 $3,310 - $3,416	89 Added 1.0%	8,967 $344,000
Q1 2024 May 06, 2024	SELL	$36.12 - $37.62 $17,482 - $18,208	-484 Reduced 5.17%	8,878 $333,000
Q4 2023 Feb 07, 2024	BUY	$33.71 - $36.4 $315,593 - $340,776	9,362 New	9,362 $340,000

Others Institutions Holding DOCT

# of Institutions

Shares Held

4.9M

Call Options Held

Put Options Held

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About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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Envestnet Portfolio Solutions, Inc. First Tr Ex Trad Fd Viii Cboe Transaction History